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iShares Dow Jones US Financial shares owned by Altavista Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Altavista Wealth Management from 13F filings

Historical chart of Altavista Wealth Management investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Altavista Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Altavista Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $252k 2.9k 86.60
2021-09-30 $240k 2.9k 82.47
2021-06-30 $236k 2.9k 81.10
2021-03-31 $218k 2.9k 74.91

More positions owned by Altavista Wealth Management

iShares Lehman Aggregate Bond (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Tractor Supply Company (TSCO)
Spdr Ser Tr barc 1-10yrtip (TIPX)
3M Company (MMM)
Pepsi (PEP)
Lowe's Companies (LOW)
Alphabet Inc Class A cs (GOOGL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Pfizer (PFE)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Altavista Wealth Management

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding iShares Dow Jones US Financial